Matthew Rowley (CRD# 7274986) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Reno, NV and has over 3 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Coppell Advisory Solutions LLC | Coppell, TX | Dec 2023 - Current | < 1 |
Freedom Retirement Services, LLC | Meridian, ID | Jan 2020 - Current | 4 |
Foundations Investment Advisors, LLC | Phoenix, AZ | Aug 2021 - Dec 2023 | 2 |
Visionary Wealth Management, LLC | Alpharetta, GA | Dec 2020 - Jul 2021 | < 1 |
Gibbs Wealth Management, LLC | Alpharetta, GA | Jul 2020 - Jul 2021 | 1 |
United States Air Force | Washington, DC | Jan 2012 - Jan 2020 | 8 |
Freedom Financial & Life, LLC | Meridian, ID | Oct 2017 - Dec 2019 | 2 |
Proofpoint | Draper, UT | Nov 2016 - Oct 2017 | < 1 |
Fire Eye | Draper, UT | Mar 2016 - May 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- ID
- NV
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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